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    Policy

    Screening Policy

    Screening policy for the Thoughtful Funds range

    August 2025
    Brochure

    Castlefield Thoughtful Portfolio Funds Brochure

    This brochure provides an outline of the Castlefield Thoughtful Portfolio Fund Range, the investment approach and objectives of the fund range, alongside other key information, such as, frequently asked questions and their answers.

    August 2025
    Voting Record

    Castlefield Voting History July 2025

    A record of voting activity for Jul 2025

    July 2025
    Brochure

    Castlefield AIM Portfolio Service Brochure

    This brochure provides more information about the AIM Portfolio Service which has been designed by Castlefield to enable you to pass on your wealth in a tax-efficient way, whilst taking a values-led approach to investing.

    July 2025
    Guide

    The Risk Scale

    Shows the typical portfolio structures resulting from various levels of risk.

    July 2025